Customer 360° Dashboard

Customer 360° Dashboard

Restricted Access

Customer Analytics

Comprehensive view of customer financial behavior, product usage, and engagement metrics

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Data Product Contents

Explore what's included in this asset servicing data product

Customer 360° Dashboard
Customer 360° Dashboard Dashboard

Restricted Dashboard

This interactive dashboard contains sensitive data and requires special access permissions. Request access to view and interact with the full dashboard.

Interactive Dashboard

This fund administration dashboard provides comprehensive visualizations of fund events with filtering capabilities by event type, security, and time period. It includes:

  • Fund event calendar
  • Dividend processing status
  • Merger and acquisition tracking
  • Rights issue management
  • Global tax reporting status
  • Entitlement calculation accuracy
Interactive
Real-time Data
Export Enabled

Dashboard Gallery

Preview available dashboard views and reports included in this data product:

Overview Dashboard

Overview

Executive summary view

Detailed Analysis Dashboard

Detailed Analysis

In-depth metrics and trends

Forecasting Dashboard

Forecasting

Predictive analytics and projections

Product Details
Department

Customer Analytics

Created by

Customer Analytics Team

Last updated

3 days ago

Version

1.7.0

Refresh frequency

Daily

Usage Metrics
User Rating
4.8
Active Users
342
Data Quality
High
Tags
customeranalyticsdashboardbehavior